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Case Studies in Ethics and Beneficiary Issues (GA 56187)

Posted on 01.04.19

Georgia Course Approval Number: 56187

Case studies are one of the most effective forms of learning, and this holds especially true for conveying concepts related to ethics and life insurance sales practices. This course provides Agents with real world examples of scenarios they are likely to encounter, followed by detailed analysis’ and counter-point considerations to help guide and assist agents in making decisions which are most proper and ethical. Agents of all experience levels will find this course to be compelling and helpful to their business activities.

Course Content

Chapters Status
1

Chapter 10: Case Study 8: A Small Business Owner Dies and the Survivors Lose the Business

2

Chapter 11: Case Study 9: A Husband and Wife with Children Simultaneously Die with no Secondary Beneficiary

3

Chapter 12: Case Study 10: Special Considerations: Elderly Clients

4

Chapter 13: Case Study 11: Material Misrepresentation

5

Chapter 13: Case Study 11: Material Misrepresentation (Part 2)

6

Chapter 14: Case Study 12: Employer Takes Out Policy on Employees Without Their Knowledge

7

Chapter 15: Case Studies in Ethics and Beneficiary Issues FINAL EXAM

8

Chapter 1: Legal Considerations in Insurance

9

Chapter 1: Legal Considerations in Insurance (Part 2)

10

Chapter 2: Ethics in Insurance

11

Chapter 3: Case Study 1: Minor Child Beneficiary Issues

12

Chapter 4: Case Study 2: Potential Fraud against the Insurance Company Through an Unsuspecting Agent

13

Chapter 5: Case Study 3: A Claim Involving the Homicide of an Insured

14

Chapter 6: Case Study 4: Elderly Beneficiary Dying Before Insured

15

Chapter 7: Case Study 5: A Viatical Settlement Company as the Beneficiary for a Terminally Ill Patient

16

Chapter 8: Case Study 6: Agent Participation in Collusion with a Client

17

Chapter 9: Case Study 7: An Employee Dies on Total Disability and the Beneficiary’s Claim is Denied

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Chapters

  • Chapter 10: Case Study 8: A Small Business Owner Dies and the Survivors Lose the Business

  • Chapter 11: Case Study 9: A Husband and Wife with Children Simultaneously Die with no Secondary Beneficiary

  • Chapter 12: Case Study 10: Special Considerations: Elderly Clients

  • Chapter 13: Case Study 11: Material Misrepresentation

  • Chapter 13: Case Study 11: Material Misrepresentation (Part 2)

  • Chapter 14: Case Study 12: Employer Takes Out Policy on Employees Without Their Knowledge

  • Chapter 15: Case Studies in Ethics and Beneficiary Issues FINAL EXAM

  • Chapter 1: Legal Considerations in Insurance

  • Chapter 1: Legal Considerations in Insurance (Part 2)

  • Chapter 2: Ethics in Insurance

  • Chapter 3: Case Study 1: Minor Child Beneficiary Issues

  • Chapter 4: Case Study 2: Potential Fraud against the Insurance Company Through an Unsuspecting Agent

  • Chapter 5: Case Study 3: A Claim Involving the Homicide of an Insured

  • Chapter 6: Case Study 4: Elderly Beneficiary Dying Before Insured

  • Chapter 7: Case Study 5: A Viatical Settlement Company as the Beneficiary for a Terminally Ill Patient

  • Chapter 8: Case Study 6: Agent Participation in Collusion with a Client

  • Chapter 9: Case Study 7: An Employee Dies on Total Disability and the Beneficiary’s Claim is Denied

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